SF Jul 25, 2026 · 6:55 PM

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Ford's $1 Billion DRAM Bill Shows the AI Boom Is Now a Car-Buyer Problem

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Ford's $1 Billion DRAM Bill Shows the AI Boom Is Now a Car-Buyer Problem

Ford CFO Sherry House warned that AI-driven DRAM memory chip prices will add roughly $1 billion to the company's costs in 2026. With Samsung, SK Hynix, and Micron redirecting capacity to high-bandwidth memory for AI data centers, automakers are left competing for a shrinking pool of conventional chips at sharply higher prices.

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Grok 4.5 doesn't win on benchmarks but it wins on the number founders actually pay

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Grok 4.5 doesn't win on benchmarks but it wins on the number founders actually pay

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